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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CPI QUALIFIED CONSULTANTS, INC. Service code 15 · EIN 48-1205033 | Recordkeeping | $33,837 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,876 | $64,909-9.3% | $82,312-28.5% | $62,293-5.5% |
| Participation rate | 83.9% | 74.9%+9.0pp | 76.9%+7.0pp | 69.5%+14.4pp |
| Annual return | 23.28% | 21.18%+2.1pp | 25.88%-2.6pp | 28.90%-5.6pp |
| Employer contribution / active EE | $1,103 | $1,676-34.2% | $2,428-54.6% | $2,042-46.0% |
| Participant deferral / active EE | $2,839 | $3,103-8.5% | $3,706-23.4% | $3,169-10.4% |
| Admin fee / account holder | $247 | $440-43.8% | $5,608-95.6% | $479-48.5% |